See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,814 | $80,717+11.3% | $154,803-42.0% | $84,808+5.9% |
| Participation rate | 63.0% | 66.8%-3.8pp | 78.1%-15.1pp | 68.3%-5.3pp |
| Annual return | 19.44% | 37.96%-18.5pp | 58.88%-39.4pp | 40.90%-21.5pp |
| Employer contribution / active EE | $1,782 | $2,761-35.5% | $4,305-58.6% | $2,631-32.3% |
| Participant deferral / active EE | $3,119 | $3,303-5.6% | $5,540-43.7% | $4,212-26.0% |
| Admin fee / account holder | $0 | $6,746-100.0% | $14,329-100.0% | $7,344-100.0% |